Institutional Ownership Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG). We have compiled data on the 1,080 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$5,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
49
shares
|
$5,260
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
43
shares
|
$4,616
0.0% of portfolio
|
Q3 2023
Reduced 57.84%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
42
shares
|
$4,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
41
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$3,864
0.0% of portfolio
|
Q2 2024
Reduced 63.64%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
35
shares
|
$3,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
31
shares
|
$3,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
30
shares
|
$3,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$3,005
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$2,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
23
shares
|
$2,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17
shares
|
$1,824
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$1,610
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$1,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
11
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
10
shares
|
$1,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
9
shares
|
$966
0.0% of portfolio
|
Q4 2024
Reduced 91.35%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
9
shares
|
$966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
6
shares
|
$644
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6
shares
|
$644
0.0% of portfolio
|
Q2 2023
Reduced 89.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
6
shares
|
$644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
6
shares
|
$644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
5
shares
|
$536
0.0% of portfolio
|
Q2 2024
New holding
|